Other · DOL Form 5500 · 2024
Emanate Health Retirement Plan
Data updated 2026-08-11
- $418M
- Total assets
- 3,772
- Participants
- 97th
- Percentile by assets
- $110,919
- Avg per participant
Official DOL plan name: Emanate Health Retirement Plan · Sponsored by Emanate Health · California · Healthcare & Social Assistance
$418M in assets, 3,772 participants
Emanate Health's Emanate Health Retirement Plan reported $418M in total assets and 3,772 participants in its 2024 DOL Form 5500 filing, ranking in the 97th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 97th percentile by assets (of 123,622 plans)
- #16,382 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Emanate Health Retirement Plan covers 3,772 participants in California, 6.0x the typical California plan (state average ~630 per filing). Assets: $418M.
- $418M
- total plan assets (2024 EOY)
- 3,772
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $110,919
- avg assets per participant
Where Emanate Health Retirement Plan sits by total assets
Emanate Health Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$418,388,108 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Emanate Health Retirement Plan reported net income fell from $45M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- Emanate Health Retirement Plan reported participants rose from 3,353 in the plan year 2023 filing to 3,772 in the plan year 2024 filing.
- Emanate Health Retirement Plan end-of-year assets rose from $382M in the plan year 2023 filing to $418M in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Emanate Health Retirement Plan reports 3,772 participants - 6.0x that state average ($418M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $382M |
|---|---|
| Net Assets (End of Year) | $418M |
| Net Income | $37M |
| Employer EIN | 953885523 |
| Plan Effective Date | 2002-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Emanate Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,299 | $337M |
| 2023 | 1 | 3,353 | $382M |
| 2024 | 1 | 3,772 | $418M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
Emanate Health Retirement Plan vs. nearby Other plans in California, assets vs. participants
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Similar-Sized Other Plans Nationally
Other plans in other states closest to Emanate Health Retirement Plan by total assets, not by location.
- Waicu Retirement Readiness Plan (WI) $418M · 2,100
- Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan (NJ) $418M · 2,304
- Mainegeneral Health 403(b) Retirement Plan (ME) $414M · 4,718
- Mount Holyoke College Defined Contribution Retirement Plan (MA) $423M · 1,267
Frequently Asked Questions
How did Emanate Health Retirement Plan assets move in 2024? ▼
How have Emanate Health plan assets changed over time? ▼
Where does Emanate Health Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Emanate Health Retirement Plan? ▼
Next read for Emanate Health Retirement Plan
Filing takeaways
Ways to act on Emanate Health Retirement Plan's numbers.
- By total assets, Emanate Health Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Emanate Health's sponsor-wide assets have grown 24.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans